Fees
Many professional clients like barristers and solicitors prefer to work with me on a fee basis. This will be agreed with you before work starts and commissions payable to my firm for any financial products you purchase will be credited to your account/ product. For consultations at my office fees start at £200 per hour plus VAT. Fees for a written report and financial review are up to £2,000 plus VAT with a minimum charge of £500, depending on the complexity of your affairs. Our minimum fee for advice and setting up an ISA is £300.
Commissions
Some clients prefer to not to receive annual invoices from me and prefer that I am paid by the insurance or pension company during the lifetime of the contract they have purchased e.g. a life policy or a pension. This can be discussed before I start work.
The choice is yours !
Full details are included in my disclosure documents and, where applicable, in separate fee agreements.